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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,173 | $81,208-3.7% | $98,920-21.0% | $79,856-2.1% |
| Participation rate | 24.2% | 72.5%-48.3pp | 76.0%-51.8pp | 69.6%-45.4pp |
| Annual return | 6.50% | 60.99%-54.5pp | 196.47%-190.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,303 | $3,265-60.1% | $4,245-69.3% | $3,741-65.2% |
| Admin fee / account holder | $19,881 | $6,013+230.6% | $6,643+199.3% | $5,306+274.7% |